Megan Smith

Megan_Smith_q4_financial_financial_adviser_Brisbane

Megan Smith is an Authorised Representative of Count Financial Limited

Megan Smith

Financial Adviser

About Megan…
Megan Smith is a CERTIFIED FINANCIAL PLANNER® advisor who specialises in strategic advice, Self-Managed Super Funds (SMSF), financial modelling and personal protection strategies.

A key member of the q4 financial leadership team, Megan is patient, articulate and committed to helping her clients to achieve financial freedom and the opportunity to live the life they choose. Her clients are business owners and professionals including young professionals in their 30’s and 40’s who wish to accumulate wealth and actively engage in their financial journey.

With Megan’s guidance, her clients come to understand that achieving financial freedom involves strong accounting, business and financial advice. To achieve seamless integration of these and other services that commonly bridge business and personal affairs, Megan collaborates with a range of key professionals on her clients’ behalf. A key strength is her ability to quickly earn her clients’ confidence. She listens carefully to reach a clear understanding of not just their financial goals, but to know what is of greatest personal importance to them. She develops enduring relationships, built on trust and confidence in her high calibre technical advice and genuine client care.

Clear-thinking and determined, Megan works with clients to explore opportunities as well as the impacts financial decisions can have on short, and longer term goals. She creates strategy and structure, particularly for those whose wealth is contained within their business so that they may extract it to achieve their retirement objectives. Closely considering the value of investments, superannuation, business and the family home, Megan’s advice is personalised and appropriate for individual circumstances.

While key areas of advice include personal cashflow, budgeting, personal risk management and estate planning, Megan also guides clients through significant financial events including managing the complexities of inheritances. She uses financial modelling to structure investments, enabling clients to understand and have confidence in their financial position and decisions.

Megan embraces the challenge of achieving each client’s objectives. While keeping an eye on the long-term goal, Megan’s approach remains flexible as she helps her clients to adjust to changes that are sometimes unexpected, but mostly inevitable at various life stages and with legislation. She offers clear planning and strong financial knowledge that is underpinned by her commitment to continual learning.

Personally…
Born and raised in Hobart, Megan is a high achiever. In her youth, she represented Tasmania in netball on many occasions, while maintaining high academic performance. Among Megan’s accolades is a prize for academic excellence from the University of Tasmania, and professional development and subject awards for financial planning. Married to Kirk, Megan follows the AFL and cricket. Megan hopes to be remembered for creating a positive difference for people she meets in her personal and professional lives.

Qualifications

Bachelor of Commerce (Accounting & Finance)
Graduate Diploma of Applied Finance (Financial Planning)
Kaplan Self-Managed Super Fund Course
Kaplan Margin Lending Course

Professional Memberships

Financial Planning Association (FPA)
CERTIFIED FINANCIAL PLANNER® Practitioner